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Pricing

Flexible Options for Financial Pros

Billed monthly
Billed annually

Basic

FREE

FREE

one rep/advisor user

Get Access Now
Get Access Now


Unlimited access to approved offerings from all Altigo partner asset managers

Single advisor + 1 assistant login
Altigo-branded portal
Electronic subscription documents
DocuSign routing to client, advisor and asset manager
Custodian forms included
Reusable client profile data

 



MOST POPULAR

Standard

$50

$500

per rep/advisor user

Get Access Now
Get Access Now

Includes all features in Basic package, PLUS:

Firm-branded portal
Firm-branded DocuSign
DocuSign routing to home office
Proprietary firm document setup and integration
(up to 5)

 

 

 

Questions?

Feel free to reach out to us at sales@altigo.com.